Inicio rápido
Esta guía cubre todas las funciones de Xero:
- Empezando — Create your account and set up the basics
- Cómo usar el panel de control de la cuenta — See your cash flow, bank account balances and unpaid bills on one screen
- Cómo utilizar las plantillas de factura — Send professional-looking invoices that carry your own branding and logo
- Cómo utilizar la contabilidad avanzada — Set tax rules, your chart of accounts and financial year end date
- Cómo usar Business Snapshot — Read profit, loss and expense trends without building reports by hand
- Cómo usar la función de entrada automática de facturas — Turn supplier bills and receipts into records without typing every line
- How to Use Multi-Currency Accounting Software — Invoice overseas customers and track gains from currency rate moves
- Cómo utilizar la conciliación bancaria — Match imported bank transactions to your records in a few clicks
- Cómo utilizar la facturación automática — Schedule repeating invoices and payment reminders so you get paid faster
- Cómo utilizar el seguimiento de proyectos — Watch time, costs and profit on every job you are running
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I’ve run my own books in Xero for three years and tested every feature covered here. This tutorial comes from real hands-on experience, not vendor screenshots.
Xero is one of the most capable contabilidad software options available today.
But most users only ever touch invoices and stop there.
Esta guía le muestra cómo utilizar todas las funciones principales.
Paso a paso, con capturas de pantalla y consejos profesionales.
Tutorial de Xero
This complete How to use Xero tutorial walks you through each feature in order, from first login to the advanced tools that make you a power user.
Xero
Stop guessing where your money went. Xero pulls bank transactions in automatically, chases unpaid invoices for you, and gives small negocio owners a clear picture of cash flow every day. Unlimited users on every plan.
Primeros pasos con Xero
Antes de utilizar cualquier función, complete esta configuración inicial.
Tarda unos tres minutos.
Here is what the first week looked like for me:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Go to the Xero website and click Start Free Trial.
Introduce tu dirección de correo electrónico y crea una contraseña.
✓ Control: Comprueba tu bandeja de entrada for the confirmation link.
Step 2: Add Your Organisation Details
Open Settings, then Organisation Settings.
Fill in your company name, address, tax information and logo.
These details appear on every invoice you send, so accuracy matters.
Here is what the setup screen covers:
✓ Control: Su negocio name shows in the top left corner.
Step 3: Connect Your Bank and Invite Your Team
Go to Settings, Bank Accounts, and follow the prompts to connect your bank.
Then open Settings, Users, to invite your accountant or bookkeeper.
You can set individual permissions, so each person gets access to only what they need.
That way you share the books without handing over payroll details.
✅ Hecho: Estás listo para usar cualquiera de las funciones a continuación.
Cómo usar el panel de control de la cuenta de Xero
Panel de control de la cuenta lets you see your cash flow, bank account balances and unpaid bills on one screen.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra el panel de control
Log in and click Dashboard in the top menu bar.
Take a minute to explore the Xero dashboard before changing anything.
Step 2: Add Your Bank Account Tiles
Click Add bank account and pick your bank from the list.
Así es como se ve:
✓ Control: Bank balances, invoices owed to you and bills to pay all appear as tiles.
Step 3: Rearrange the Panels
Drag each panel so your most-watched numbers sit at the top.
✅ Resultado: You have a clear picture of cash flow the moment you log in.
💡 Consejo profesional: Click the small arrow on a bank tile to switch it between a balance figure and a spend graph.
Cómo usar las plantillas de facturas de Xero
Plantillas de facturas lets you send professional-looking invoices that carry your own branding and logo.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open Invoice Settings
Go to Settings, then Invoice Settings, to reach your branding themes.
Step 2: Upload Your Logo and Details
Add your logo, address and payment terms to the standard theme.
Así es como se ve:
✓ Control: Your logo sits at the top of the preview with your business details below.
Paso 3: Guardar y previsualizar
Hit Save, then preview the theme on a draft invoice.
✅ Resultado: Every invoice you send now looks like it came from a real finance team.
💡 Consejo profesional: Build a second theme with no payment terms for quotes. It saves editing them one by one.
Cómo usar la contabilidad avanzada de Xero
Avanzado Contabilidad lets you set tax rules, your chart of accounts and financial year end date.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open Financial Settings
Go to Settings, Advanced settings, then Financial Settings.
Step 2: Set Tax and Year End
Enter your tax basis, tax number and financial year end date.
Así es como se ve:
✓ Control: Your tax details and year end date show as saved on the settings page.
Step 3: Edit the Chart of Accounts
Open Chart of Accounts and rename codes to match how you sell.
Accurate codes keep your reports readable later.
✅ Resultado: Income and expenses now land in the right place automatically.
💡 Consejo profesional: Archive account codes you will never use instead of deleting them. Deleting breaks old transactions.
How to Use Xero Business Snapshots
Panorama empresarial lets you read profit, loss and expense trends without building reports by hand.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra el menú Informes.
Click Accounting, then Reports, then Business Snapshot.
Step 2: Pick Your Date Range
Choose the period you want to check, such as the last quarter.
Así es como se ve:
✓ Control: Profitability and cash panels fill with your own figures, not sample datos.
Step 3: Read the Performance Panels
Scroll through profit, expense and cash flow panels for the period.
Open the balance sheet from the same menu to check what you own and owe.
✅ Resultado: You understand how the business performed without building a report by hand.
💡 Consejo profesional: Compare two periods side by side. Sudden expense jumps usually point to a miscoded bill.
How to Use Xero Auto Bill Entry
Automatizar la entrada de facturas lets you turn supplier bills and receipts into records without typing every line.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Find Your Xero Email Address
Go to Business, then Bills to pay, and copy your unique email.
Step 2: Forward Supplier Bills In
Forward bills and receipts to that address as they arrive.
Xero reads the supplier, date and total for you.
Así es como se ve:
✓ Control: Forwarded bills appear as drafts with amounts already filled in.
Step 3: Check and Approve
Open each draft bill, fix any wrong field, then approve it.
✅ Resultado: Paper receipts stop piling up and your bills stay current.
💡 Consejo profesional: Photograph receipts through the Xero mobile app on the same day. The image stays attached to the record.
How to Use Xero Multi-Currency Accounting Software
Multidivisa Software de contabilidad lets you invoice overseas customers and track gains from currency rate moves.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Add Your Currencies
Go to Settings, Currencies, and add each currency you trade in.
Step 2: Invoice in the Buyer’s Currency
Create an invoice and switch the currency field before you send it.
Así es como se ve:
✓ Control: The invoice total shows in the buyer currency with your base currency underneath.
Step 3: Review Currency Gains
Run the Foreign Currency Gains and Losses report each month.
✅ Resultado: Overseas customers pay in their own currency while your reports stay consistent.
💡 Consejo profesional: Xero updates exchange rates hourly. Lock a rate on long quotes so the price does not drift.
Cómo usar la conciliación bancaria de Xero
Conciliación bancaria lets you match imported bank transactions to your records in a few clicks.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Connect a Bank Feed
Go to Settings, Bank Accounts, and follow the prompts to connect your bank.
Step 2: Open the Reconcile Tab
Click Reconcile items on the account tile to see suggested matches.
Xero pairs each imported line with an invoice or bill it already knows.
Así es como se ve:
✓ Control: The unreconciled counter on the bank tile drops toward zero.
Step 3: Approve or Find a Match
Click OK on correct pairs, or use Find & Match on the rest.
✅ Resultado: Your books agree with the bank, so every report you run is trustworthy.
💡 Consejo profesional: Create bank rules for repeat payments like rent. Xero then codes them for you every month.
How to Use Xero Automatic Invoicer
Facturación automática lets you schedule repeating invoices and payment reminders so you get paid faster.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Crear una factura recurrente
Open Business, Invoices, then New, then Repeating Invoice.
Paso 2: Establecer el horario
Choose how often it repeats and whether Xero sends it automatically.
Así es como se ve:
✓ Control: The repeating template lists a next issue date and a delivery setting.
Step 3: Switch On Payment Reminders
Go to Settings, Invoice Settings, then Invoice Reminders and enable them.
✅ Resultado: Retainer clients get billed on time without you touching the invoice.
💡 Consejo profesional: Add PayPal or Stripe under Payment Services. A pay-now link on the invoice cuts waiting time sharply.
How to Use Xero Projects Tracker
Seguimiento de proyectos lets you watch time, costs and profit on every job you are running.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Crear un proyecto
Open Projects, click New Project, and pick the customer it belongs to.
Step 2: Log Time and Costs
Add time entries and assign bills or expenses to the project.
Así es como se ve:
✓ Control: The project page shows time logged, costs recorded and remaining budget.
Step 3: Check Project Profit
Open the project to compare quoted value against costs so far.
✅ Resultado: You know which jobs make money and which quietly drain it.
💡 Consejo profesional: Start the timer in the mobile app when you begin work. Reconstructing hours later always loses billable time.
Consejos y atajos para profesionales de Xero
After three years of daily work in Xero, these are the shortcuts I actually use.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Búsqueda global abierta | / (barra inclinada) |
| Create a new invoice | Type “invoice” in search, press Enter |
| Jump to bank reconciliation | Type “reconcile” in search |
| Save and add another line | Alt + S |
Características ocultas que la mayoría de la gente pasa por alto
- The demo company: Switch to it from the organisation menu and practise safely without touching real data.
- Bank rules: Under each bank account, set rules that code recurring transactions the moment they arrive.
- Buscar y emparejar: Use it to split one bank payment across several bills instead of forcing a single match.
- The mobile apps: Snap receipts, check balances and approve bills from your phone while you are out.
- Xero certification: Join a free seminario web or course to build accounting knowledge and earn advisor status.
- Report favourites: Star the reports you open often and discover the custom layout editor underneath them.
Errores comunes que debes evitar en Xero
Mistake #1: Reconciling Once a Quarter
❌ Incorrecto: Letting hundreds of bank transactions pile up before you reconcile them.
✅ Derecha: Reconcile weekly, if not daily. Ten minutes a week beats a lost weekend.
Mistake #2: Ignoring the Chart of Accounts
❌ Incorrecto: Keeping the default account codes and dumping every cost into General Expenses.
✅ Derecha: Rename codes to match how you actually earn and spend, so your profit and loss report means something.
Mistake #3: Sending Invoices Without Payment Options
❌ Incorrecto: Emailing an invoice with only bank details at the bottom.
✅ Derecha: Add PayPal or Stripe under Payment Services so customers can pay in one click.
Solución de problemas de Xero
Problem: Bank Feed Stopped Importing
Causa: Your bank expired the connection or changed its seguridad normas.
Arreglar: Open Settings, Bank Accounts, then click Refresh or Reconnect and log in again.
Problem: Invoice Total Does Not Match the Bank Line
Causa: A card processor took a fee before the money reached your bank account.
Arreglar: Use Find & Match, then add a minor adjustment line for the fee.
Problem: Reports Show the Wrong Period
Causa: Your financial year end date was never set correctly during setup.
Arreglar: Go to Settings, Advanced settings, Financial Settings, and correct the date.
📌 Nota: If none of these fix your issue, contact Xero support through Xero Central.
¿Qué es Xero?
Xero is an online accounting software built for pequeña empresa owners who want their finances in one place.
Think of it like a bank account that also does your teneduría de libros.
Mira este breve resumen:
Here is how Xero works in practice: bank transactions flow in automatically, you approve the matches, and your reports update themselves.
Incluye estas características clave:
- Panel de control de la cuenta: A live view of your finances, updated as bank transactions flow in
- Plantillas de facturas: Branded invoice layouts you set once and reuse every day
- Contabilidad avanzada: Tax settings, chart of accounts and financial year controls
- Panorama empresarial: Profit, loss and cash flow trends in one visual report
- Automatizar la entrada de facturas: Bills and receipts captured from email or your phone
- Multi-Currency Accounting Software: Invoicing and reporting in more than 160 currencies
- Conciliación bancaria: Pre-matched bank transactions you approve in bulk
- Facturación automática: Repeating invoices plus automated overdue payment reminders
- Seguimiento de proyectos: Job-level time, cost and profit tracking
Para una revisión completa, consulte nuestra Reseña de Xero.
Xero accounting software runs entirely in your browser, so you and your accountant share the same live data.
Precios de Xero
Esto es lo que cuesta Xero en 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Motor de arranque | 5,80 dólares estadounidenses al mes | Sole traders sending a few invoices each month |
| Estándar | 10 dólares estadounidenses al mes | Growing small business owners with regular bills and payroll |
| Premium | 15 dólares estadounidenses al mes | Businesses billing customers in more than one currency |
Prueba gratuita: Sí, 30 días sin necesidad de tarjeta de crédito.
Garantía de devolución de dinero: No refund policy, but you can cancel your plan any month.
💰 Mejor relación calidad-precio: Standard — it lifts the invoice and bill caps that slow the Starter plan down.
Xero frente a alternativas
¿Cómo se compara Xero? Este es el panorama competitivo:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Xero | Usuarios ilimitados en todos los planes. | $5.80/mes | ⭐ 4.5 |
| QuickBooks | US tax reporting depth | $19/mes | ⭐ 4.4 |
| FreshBooks | Facturación de servicios | $19/mes | ⭐ 4.4 |
| Libros de Zoho | Equipos que tienen en cuenta el presupuesto | $0/mes | ⭐ 4.4 |
| Sabio | Stock-heavy businesses | $25/mes | ⭐ 4.1 |
| Ola | Contabilidad básica gratuita | $0/mes | ⭐ 4.3 |
| NetSuite | Large company finance | $99/mes | ⭐ 4.0 |
| Expensificar | Staff expense claims | $5/mes | ⭐ 4.4 |
Selecciones rápidas:
- Mejor en general: Xero — unlimited users and the smoothest bank reconciliation.
- Mejor presupuesto: Wave — free for freelancers with simple finances.
- Ideal para principiantes: FreshBooks — the shortest learning curve for invoicing.
- Best for stock-heavy business: Sage — deeper inventory tools than Xero offers.
🎯 Alternativas a Xero
¿Buscas alternativas a Xero? Aquí tienes las mejores opciones:
- 🚀 Sabio: Long-standing accounting software with strong stock control for product businesses.
- 💰 Destreza: Receipt capture tool that feeds clean data into Xero automatically.
- 🎨 Libros de Zoho: Low-cost accounting with a free tier for very small business owners.
- ⚡ Sínder: Syncs ecommerce and payment platform sales into your accounting ledger.
- 🔒 Fin de mes fácil: Adds structured month-end checklists on top of your accounting system.
- 🧠 Docyt: AI bookkeeping that codes transactions and drafts reports for you.
- 👶 Rompecabezas IO: Built for startups that want automated accounting without a bookkeeper.
- 🏢 Refrescarme: Financial reporting layer for firms managing many client accounts.
- ⭐ Ola: Free invoicing and accounting for freelancers with simple finances.
- 🔧 Acelerar: Personal finance tracking with light small business features included.
- 📊 Hubdoc: Document collection tool that pulls bills and statements automatically.
- 🎯 Expensificar: Employee expense claims with card feeds and approval workflows.
- 🔥 QuickBooks: The best-known rival, strong in the United States market.
- 💼 Entrada automática: Converts scanned receipts and bills into accounting data.
- 🌟 FreshBooks: Invoicing-first software loved by service-based sole traders.
- 🏢 NetSuite: Full business management suite aimed at larger, complex companies.
Para ver la lista completa, consulte nuestra Alternativas a Xero guía.
⚔️ Comparación con Xero
Here is how Xero stacks up against each competitor:
- Xero frente a Sage: Xero is easier to learn; Sage suits complex inventory work better.
- Xero frente a Dext: Dext is a companion, not a rival. Many users run both together.
- Xero vs. Zoho Books: Zoho Books costs less; Xero has far wider bank and apps support.
- Xero frente a Synder: Synder handles sales data; Xero remains the ledger underneath it.
- Xero vs. Easy Month End: It fills a gap Xero leaves open around close-process control.
- Xero frente a Docyt: Docyt automates more coding; Xero gives you more direct control.
- Xero contra Puzzle IO: Puzzle suits venture-backed startups; Xero fits general small business work.
- Xero frente a RefreshMe: RefreshMe reports across clients; Xero runs each set of books.
- Xero frente a Wave: Wave costs nothing; Xero scales when payroll and projects arrive.
- Xero frente a Quicken: Quicken leans personal; Xero is built for business accounting.
- Xero frente a Hubdoc: Hubdoc is included with Xero plans in several regions.
- Xero frente a Expensify: Expensify handles staff claims; Xero records the accounting entries.
- Xero frente a QuickBooks: QuickBooks has deeper US tax tools; Xero wins on unlimited users.
- Xero frente a AutoEntry: AutoEntry rivals Xero’s own bill capture rather than the whole platform.
- Xero frente a FreshBooks: FreshBooks is simpler to bill with; Xero has stronger reports.
- Xero frente a NetSuite: NetSuite fits enterprises; Xero costs a fraction for small business.
Empieza a usar Xero ahora
Aprendiste a usar todas las funciones principales de Xero:
- ✅ Panel de control de la cuenta
- ✅ Plantillas de facturas
- ✅ Contabilidad avanzada
- ✅ Resumen del negocio
- ✅ Automatice la entrada de facturas
- ✅ Multi-Currency Accounting Software
- ✅ Conciliación bancaria
- ✅ Facturación automática
- ✅ Seguimiento de proyectos
Siguiente paso: Elige una función y pruébala ahora.
Most people start with the Account Dashboard.
It takes less than five minutes, and you may even enjoy it.
Small things improve fastest here: reconcile weekly, and the rest follows.
Preguntas frecuentes
¿Puedo aprender Xero por mi cuenta?
Yes. Xero Central offers free courses, webinars and practice files. Most small business owners cover the basics in a weekend and build real skills within a month.
¿Es Xero fácil de usar para principiantes?
Yes. The dashboard uses plain language instead of accounting jargon. Beginners usually manage invoices and bank reconciliation on day one without formal training.
¿Cómo usar Xero siendo una pequeña empresa?
Set up your organisation details, connect your bank account, then send invoices and reconcile transactions weekly. Add payroll and projects once that routine is running.
¿Cuánto tiempo se tarda en aprender a usar Xero?
Around two to six hours for daily tasks like invoices and bills. Full certification through Xero’s course program typically takes a few weeks of part-time study.
How to use Xero system?
Log in, check the dashboard, reconcile new bank transactions, approve bills, then send invoices. Run profit and loss reports monthly to check business health.
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